SharePoint Site Owners — Governance and Configuration
Manage, configure, and govern SharePoint sites with confidence
Build the skills to own and operate SharePoint sites effectively — configuring permissions, organising content, managing libraries, and applying governance practices that keep your site useful and secure.
At a Glance
Who it's for
- SharePoint Site Owners
- Team and Project Site Owners
- Intranet Managers and Editors
- IT Administrators managing SharePoint
Course Details
Course Overview
SharePoint Site Owners carry more responsibility than most realise — they control who can access content, how information is organised, and whether their site supports or hinders team productivity. This practical 8-hour course gives site owners the skills to manage their SharePoint environment with confidence. You will configure site settings and navigation, build effective document libraries and lists, apply permission models that protect sensitive content, manage site membership and access requests, and establish lightweight governance practices that keep your site organised over time. The course covers both team sites and communication sites, with practical exercises using a live Microsoft 365 tenant throughout. Australian participants will also learn how site ownership decisions intersect with Privacy Act 1988 obligations, particularly around personal information stored in SharePoint libraries. By the end, you will have a fully configured site, a clear permission strategy, and a maintenance routine you can follow independently.
What You'll Learn
Course Curriculum
Module 1: SharePoint Architecture and Site Owner Responsibilities
1 hour- SharePoint Online architecture: tenants, site collections, sites, and subsites
- Difference between team sites, communication sites, and hub sites
- Site Owner vs Site Member vs Site Visitor: what each can do
- Site Owner accountability: permissions, content, and compliance obligations
- Overview of the SharePoint admin centre from an owner perspective
Module 2: Site Configuration and Navigation
1.5 hours- Configuring site settings: title, description, logo, and regional settings
- Designing site navigation: top nav, quick launch, and footer links
- Adding and configuring site pages and web parts
- Connecting a site to a hub site for unified navigation and branding
- Managing site features and enabling/disabling capabilities
- Lab: Configure a site from scratch with navigation and branding (20 min)
Module 3: Document Libraries and Lists
2 hours- Creating and configuring document libraries with custom columns and metadata
- Library views: creating, filtering, and setting defaults for different audiences
- Versioning settings: major/minor versions, approval workflows, and history
- Configuring SharePoint Lists for structured data and simple tracking
- Content types: creating, applying, and managing across a site
- Lab: Build a document library with metadata, views, and versioning (25 min)
Module 4: Permissions and Access Management
2 hours- SharePoint permission levels: Full Control, Edit, Contribute, Read, and custom
- Managing site membership: adding members, owners, and visitors
- Breaking permission inheritance at library and item level
- Handling access requests: approval workflow and audit trail
- External sharing settings: configuring guest access safely
- Privacy Act 1988 considerations for personal information in SharePoint
- Lab: Configure permissions for a multi-team site with sensitive content (30 min)
Module 5: Site Governance and Ongoing Maintenance
1.5 hours- Site usage analytics: understanding traffic, storage, and activity reports
- Membership and permissions auditing as a routine site owner task
- Stale content identification: recycle bin, version cleanup, and archival
- Applying retention labels to libraries for compliance obligations
- Creating a site governance checklist for monthly and quarterly reviews
- Lab: Complete a site health review and create a governance checklist (20 min)
Who Should Attend
- SharePoint Site Owners taking formal ownership of a site
- Project and team managers who run SharePoint-based collaboration spaces
- Intranet managers and internal communications teams
- IT administrators supporting SharePoint site owners across their organisation
- Executive assistants and operations staff managing departmental SharePoint sites
- Anyone transitioning from SharePoint on-premises to SharePoint Online
Prerequisites
Before enrolling, please ensure you meet these requirements:
- • Basic experience using SharePoint as a member or visitor (navigating, opening files)
- • Active Microsoft 365 licence with SharePoint Online access
- • Site Owner or higher permissions on a SharePoint site for lab exercises
- • No SharePoint administration experience required
Delivery, Format and Logistics
Delivery Mode
Live instructor-led day workshop or intensive online delivery
Maximum 20 participants for hands-on practice
What You'll Need
- Active Microsoft 365 licence with SharePoint Online access
- Site Owner permissions on at least one SharePoint site
- Basic familiarity with SharePoint as a user (browsing sites, opening documents)
- Computer with internet access and a modern browser
What You'll Receive
- 8 hours of instructor-led training with a live SharePoint tenant
- 5 hands-on labs with step-by-step exercise guides
- Site Owner Quick Reference Card (PDF)
- Permission model decision guide
- Site governance checklist template
- Certificate of completion
- Access to course materials for 12 months
Frequently Asked Questions
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Next Intake
September 2026 — register your interest at educ4te.com
Format
Live instructor-led day workshop or intensive online delivery
Group & Enterprise Options
Discounted rates available for teams of 3+ delegates. Contact us for in-house delivery options.
What's Included
- 8 hours of instructor-led training with a live SharePoint tenant
- 5 hands-on labs with step-by-step exercise guides
- Site Owner Quick Reference Card (PDF)
- Permission model decision guide
- Site governance checklist template
- Certificate of completion
- Access to course materials for 12 months
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